Micron Technology, Inc. MU

Micron Technology, Inc. ofrece soluciones de memoria y almacenamiento. El portafolio de tecnologías de memoria y almacenamiento de la compañía incluye memoria de acceso aleatorio dinámico (DRAM), memoria NAND, memoria 3D XPoint y NOR. Sus marcas incluyen Micron y Crucial. Sus segmentos de negocio incluyen la Unidad de Negocio de Computación y Redes (CNBU), que incluye productos de memoria vendidos en los mercados de clientes, servidores en la nube, empresas, gráficos y redes; la Unidad de Negocio Móvil (MBU), que incluye productos de memoria vendidos en los mercados de teléfonos inteligentes y otros dispositivos móviles; la Unidad de Negocio de Almacenamiento (SBU), que incluye unidades de estado sólido (SSD) y soluciones vendidas en los mercados de almacenamiento empresarial, en la nube, de clientes y de consumo, otros productos de almacenamiento vendidos en forma de componentes y obleas, y la Unidad de Negocio Integrado (EBU), que incluye productos de memoria y almacenamiento vendidos en los mercados automotriz, industrial y de consumo.

Con 1 acción de MU (USD 1.064,13) habrías recibido USD 0,42 en dividendos en los últimos 12 meses.

• The Motley Fool 5 oct

  Here's What $10,000 in Sandisk Stock Could Be Worth if Memory Demand Holds Through 2030

  Sandisk stock has surged over 600% this year due to strong AI-driven demand for NAND memory chips. The article projects that if memory demand remains strong through 2030, a $10,000 investment could triple to $30,000, supported by industry forecasts showing continued supply constraints and low-20s percentage growth in NAND shipments.

  

• The Motley Fool 5 oct

  What's Going on With Micron Stock?

  Micron Technology is experiencing exceptional financial performance with soaring revenue, profits, and cash flow, yet its stock price remains stagnant. The disconnect between strong fundamentals and stock performance raises questions about valuation and market sentiment.

  

• The Motley Fool 5 oct

  Samsung May Report Its First 100 Trillion Won Quarter. Micron Stock Has More to Lose Than to Gain.

  Samsung is expected to report its first quarterly operating profit exceeding 100 trillion won, with consensus forecasts around 106.94 trillion won. However, the article argues that Micron Technology has more downside risk than upside potential from Samsung's results. While Micron's DRAM prices rose in the high-teens percentage last quarter, this represents a significant slowdown from the prior quarter's low-60s gains, suggesting the memory pricing boom is moderating. A Samsung miss could indicate memory prices have stalled, which would be concerning for Micron's guidance.

  

• Zacks Investment Research 5 oct

  Is Trending Stock Micron Technology, Inc. (MU) a Buy Now?

  Micron (MU) has outperformed the S&P 500 with a +5.7% return over the past month. The chipmaker shows strong earnings growth expectations with current fiscal year earnings projected at +121.1% year-over-year and revenue growth of +97.4%. However, with a Zacks Rank #3 (Hold) rating, the stock is expected to perform in line with the broader market in the near term, despite trading at a discount to peers with a B valuation grade.

  

• Zacks Investment Research 5 oct

  Zacks Investment Ideas feature highlights: Micron and Bitcoin

  The market received three positive catalysts this week: softer employment data reducing rate hike expectations, Micron Technology's strong earnings report reinforcing AI infrastructure demand, and Bitcoin's resurgence signaling improved risk appetite. Memory is expected to grow from 14% to 64% of AI capital spending by 2027, benefiting Micron's position in the supply-demand imbalance.